Trust Center

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Overview

Pontera is dedicated to enabling financial advisors to securely and compliantly manage their client’s retirement plan accounts. Your security and privacy are our top priority. To safeguard your data, we employ enterprise-grade security controls, practices, and procedures across our infrastructure and application layers. Ongoing monitoring and updates to our security practices help maintain alignment with industry best practices and standards.

We encourage you to subscribe to email updates to stay informed of changes and improvements to our security program. The Pontera team is here to address any concerns or needs you may have. Connect with us using the “Contact Support” button at the bottom of the page.

Compliance

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CCPA
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CPRA
ISO 27001 Logo
ISO 27001
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SOC 2
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Pontera is reviewed and trusted by

Addepar-company-logoAddepar
AdvicePay-company-logoAdvicePay
Benjamin F. Edwards-company-logoBenjamin F. Edwards
Carson Group-company-logoCarson Group
Dynasty Financial Partners-company-logoDynasty Financial Partners
Envestnet-company-logoEnvestnet
Morningstar-company-logoMorningstar
Private Advisor Group-company-logoPrivate Advisor Group
SageView Advisory Group-company-logoSageView Advisory Group
Sanctuary Wealth-company-logoSanctuary Wealth
SS&C Technologies-company-logoSS&C Technologies

Documents

Pentest Report
SOC 2 Report
ISO 27001
SOC 2
Business Continuity Policy

Risk Profile

Data Access Level
Impact Level
Recovery Time Objective
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Product Security

Audit Logging
Data Security
Integrations
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Reports

Network Diagram
PCI DSS
Pentest Report
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Data Security

Access Monitoring
Backups Enabled
Data Erasure
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App Security

Responsible Disclosure
Code Analysis
Credential Management
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Data Privacy

Cookies
Data Breach Notifications
Employee Privacy Training

Access Control

Data Access
Logging
Password Security

Infrastructure

Amazon Web Services
BC/DR
Separate Production Environment

Endpoint Security

Disk Encryption
Endpoint Detection & Response
Mobile Device Management
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Network Security

Data Loss Prevention
Firewall
IDS/IPS
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Corporate Security

Asset Management Practices
Email Protection
Employee Training
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Policies

Acceptable Use Policy
Access Control Policy
Anti-Malicious Software Policy
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Security Grades

Qualys SSL Labs
Pontera's advisors portal
A
Pontera's main website
A

Trust Center Updates

General Announcements

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Thank you for visiting our Trust Center. We look forward to partnering with you.

If you have additional questions about trust and security at Pontera, please reach out using the "Contact us" button below.

Published at N/A*

If you need help using this Trust Center, please contact our Cybersecurity Risk team.

If you think you may have discovered a vulnerability, please send us a note.

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